L3Harris (LHX)
NYSEIndustrialsAerospace & DefenseSnapshot 2026-07-08
$293.38-0.68%
Close 2026-07-08 · 1-day change
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Track LHX free→NYSEIndustrialsAerospace & DefenseSnapshot 2026-07-08
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Track LHX free→L3Harris grows sales about 12% a year, helped by new orders and facility expansions. Profit margin is guided to stay near 16%. The company raised EPS guidance to about $11.5 for 2026. Free cash flow is expected above $3 billion, supporting financial strength.
The recent 18% stock drop shows market worries. Growth could slow below 12%. Profit margins might shrink under cost pressures. EPS could miss raised guidance if demand weakens.
The price is about 1% below our fair value near $298. Analysts expect roughly 12% revenue growth. Our view aligns with these expectations but sees risk from market stress.
Breaks if: EPS falls below $10.5 in FY26
Strive to meet the EPS guidance set for the fiscal year.
Stated in 3 of last 3 quarters. EPS guidance increased to $11.40 - $11.60 for 2026, up from $10.50 in 2025-Q2. The trajectory indicates progress towards achieving the EPS target.
Breaks if: free cash flow falls below $2.65B in FY26
Breaks if: operating margin falls below 15% in FY26
Commitment to maintaining a stable operating margin.
Newly stated in 2026-Q1. Operating margin guidance set at low 16% for 2026. The focus on maintaining margin stability is clear, but limited progress can be assessed as it's newly stated.
Breaks if: revenue falls below $22B in FY26
Strive to meet the EPS guidance set for the fiscal year.
Stated in 3 of last 3 quarters. EPS guidance increased to $11.40 - $11.60 for 2026, up from $10.50 in 2025-Q2. The trajectory indicates progress towards achieving the EPS target.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Diluted EPS $11.40 - $11.60 for 2026.”
“$10.50 - $10.70 (Prior: $10.40 - $10.60).”
“Non-GAAP diluted EPS (New) $10.40 - $10.60.”
“Total low 16% operating margin guidance for 2026.”
“Diluted EPS $11.40 - $11.60 for 2026.”
“$10.50 - $10.70 (Prior: $10.40 - $10.60).”
“Non-GAAP diluted EPS (New) $10.40 - $10.60.”